#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

2860.095 - 2877.632 Dylan Patel

And a lot of it is just compounding small improvements over time in your data, in your architecture, in your post-training, and how they integrate with each other. And DeepSeek does the same thing, and some of them are shared. We have to take them on face value that they share their most important details. I mean, the architecture and the weights are out there, so we're seeing what they're doing.